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Nuveen Taxable Municipal Income Fund

64 hedge funds and large institutions have $147M invested in Nuveen Taxable Municipal Income Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

10% more funds holding

Funds holding: 5864 (+6)

9% more capital invested

Capital invested by funds: $134M → $147M (+$12.3M)

2.37% more ownership

Funds ownership: 24.44%26.81% (+2.4%)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
21
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$16.6M -$2.45M -120,171 -13%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$15.5M +$5.29M +259,440 +53%
UBS Group
3
UBS Group
Switzerland
$13.3M -$240K -11,784 -2%
Morgan Stanley
4
Morgan Stanley
New York
$11M -$3.09M -151,714 -22%
PAIM
5
Punch & Associates Investment Management
Minnesota
$10.6M +$139K +6,801 +1%
Wells Fargo
6
Wells Fargo
California
$9.49M +$573K +28,120 +7%
SIA
7
Sit Investment Associates
Minnesota
$9.29M +$8.87M +435,142 +2,755%
TIM
8
Tortoise Investment Management
New York
$7.86M +$567K +27,821 +8%
LPL Financial
9
LPL Financial
California
$6.77M -$69.5K -3,406 -1%
KIM
10
Karpus Investment Management
New York
$6.45M -$20.9K -1,025 -0.3%
Ameriprise
11
Ameriprise
Minnesota
$4.5M -$2.47M -121,152 -36%
Invesco
12
Invesco
Georgia
$4.47M +$48.1K +2,361 +1%
OA
13
Oxbow Advisors
Texas
$3.61M +$3.57M +175,053 New
RJA
14
Raymond James & Associates
Florida
$2.7M -$578K -28,321 -18%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.35M +$142K +6,957 +7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.24M +$83.5K +4,096 +4%
HK
17
Horizon Kinetics
New York
$2.21M +$250K +12,263 +13%
FFA
18
First Foundation Advisors
California
$1.76M +$122K +5,961 +8%
RCM
19
Rivernorth Capital Management
Florida
$1.67M +$1.04M +50,754 +168%
IA
20
Icon Advisers
Colorado
$1.25M +$279K +13,702 +29%
Stifel Financial
21
Stifel Financial
Missouri
$990K +$21.5K +1,052 +2%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$987K +$14.2K +694 +1%
CWM
23
Cornerstone Wealth Management
Missouri
$920K +$386K +18,915 New
DA
24
Doliver Advisors
Texas
$871K +$305K +14,966 +55%
BKA
25
Brick & Kyle Associates
Pennsylvania
$733K -$15.3K -750 -2%